MC
MC

Meiyi Chou

32 Years of Experience
Newport Beach, CA
Broker

Meiyi Chou is a registered investment advisor at Ameriprise Financial Services, LLC, based in Newport Beach, CA, with 32 years of industry experience. Meiyi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

660 Newport Center Dr, Ste 800, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Meiyi owns a single-family real estate property since 2018. This activity is investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2017 - Present · 8 yrs 10 mos
Ameriprise Financial Services, LLC
November 2017 - Present · 8 yrs 10 mos
Ameriprise Financial Services, LLCBroker
November 2017 - Present · 8 yrs 10 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - November 2017 · 8 mos
MML Investors Services, LLC
March 2017 - November 2017 · 8 mos
Msi Financial Services, INC.
September 1998 - March 2017 · 18 yrs 6 mos
Msi Financial Services, INC.Broker
February 1994 - March 2017 · 23 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
February 1994 - July 2007 · 13 yrs 5 mos
State Registrations5 states
CAFLNVNYWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Meiyi Chou - Financial Advisor | TrueAdvisor